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WEX INC. EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameWEX INC. EMPLOYEE SAVINGS PLAN
Plan identification number 001

WEX INC. EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

WEX INC. has sponsored the creation of one or more 401k plans.

Company Name:WEX INC.
Employer identification number (EIN):010526993
NAIC Classification:518210
NAIC Description:Data Processing, Hosting, and Related Services

Additional information about WEX INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 2005-03-23
Company Identification Number: 80293
Legal Registered Office Address: 100 NORTH MAIN STREET
SUITE 2
BARRE
United States of America (USA)
05641

More information about WEX INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEX INC. EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KATHLEEN EWEN KATHLEEN EWEN2019-07-02
0012017-01-01VERONICA AKERS
0012016-01-01VERONICA AKERS
0012015-01-01LAURENE ODDEN
0012014-01-01LAURENE ODDEN
0012013-01-01LAURENE ODDEN
0012012-01-01KELLEY SHIMANSKY KELLEY SHIMANSKY2013-07-31
0012011-01-01KELLEY SHIMANSKY
0012009-01-01DOUGLAS LOHSE
0012009-01-01DOUGLAS LOHSE KELLEY SHIMANSKY2010-07-30

Plan Statistics for WEX INC. EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for WEX INC. EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: WEX INC. EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,515
Total number of active participants reported on line 7a of the Form 55002022-01-015,041
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01757
Total of all active and inactive participants2022-01-015,803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-015,810
Number of participants with account balances2022-01-014,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WEX INC. EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,916
Total number of active participants reported on line 7a of the Form 55002021-01-014,901
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01601
Total of all active and inactive participants2021-01-015,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-015,515
Number of participants with account balances2021-01-014,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WEX INC. EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,768
Total number of active participants reported on line 7a of the Form 55002020-01-014,381
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-01518
Total of all active and inactive participants2020-01-014,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-014,916
Number of participants with account balances2020-01-013,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WEX INC. EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,346
Total number of active participants reported on line 7a of the Form 55002019-01-014,378
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01384
Total of all active and inactive participants2019-01-014,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-014,768
Number of participants with account balances2019-01-013,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WEX INC. EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,892
Total number of active participants reported on line 7a of the Form 55002018-01-012,964
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01378
Total of all active and inactive participants2018-01-013,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-013,346
Number of participants with account balances2018-01-012,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WEX INC. EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,835
Total number of active participants reported on line 7a of the Form 55002017-01-012,547
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01342
Total of all active and inactive participants2017-01-012,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-012,892
Number of participants with account balances2017-01-012,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WEX INC. EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,798
Total number of active participants reported on line 7a of the Form 55002016-01-011,585
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01247
Total of all active and inactive participants2016-01-011,833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,835
Number of participants with account balances2016-01-011,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEX INC. EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,578
Total number of active participants reported on line 7a of the Form 55002015-01-011,602
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01196
Total of all active and inactive participants2015-01-011,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,798
Number of participants with account balances2015-01-011,294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEX INC. EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,233
Total number of active participants reported on line 7a of the Form 55002014-01-011,447
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01131
Total of all active and inactive participants2014-01-011,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,578
Number of participants with account balances2014-01-01905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WEX INC. EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,152
Total number of active participants reported on line 7a of the Form 55002013-01-011,116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01117
Total of all active and inactive participants2013-01-011,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,233
Number of participants with account balances2013-01-01889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WEX INC. EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01835
Total number of active participants reported on line 7a of the Form 55002012-01-011,078
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0174
Total of all active and inactive participants2012-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,152
Number of participants with account balances2012-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WEX INC. EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01780
Total number of active participants reported on line 7a of the Form 55002011-01-01759
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01835
Number of participants with account balances2011-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WEX INC. EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01785
Total number of active participants reported on line 7a of the Form 55002009-01-01698
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01762
Number of participants with account balances2009-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WEX INC. EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : WEX INC. EMPLOYEE SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$822,735
Total unrealized appreciation/depreciation of assets2022-12-31$822,735
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-21,655,181
Total loss/gain on sale of assets2022-12-31$96,077
Total of all expenses incurred2022-12-31$21,411,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,155,036
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$49,822,807
Value of total assets at end of year2022-12-31$345,523,471
Value of total assets at beginning of year2022-12-31$388,589,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$256,261
Total interest from all sources2022-12-31$172,148
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,326,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,326,834
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$27,905,282
Participant contributions at end of year2022-12-31$4,097,995
Participant contributions at beginning of year2022-12-31$3,966,087
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,150,881
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$8,700
Administrative expenses (other) incurred2022-12-31$256,261
Total non interest bearing cash at end of year2022-12-31$625
Total non interest bearing cash at beginning of year2022-12-31$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-43,066,478
Value of net assets at end of year (total assets less liabilities)2022-12-31$345,523,471
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$388,589,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$212,538,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$366,158,396
Interest on participant loans2022-12-31$171,707
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$121,540,404
Value of interest in common/collective trusts at beginning of year2022-12-31$12,886,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$291,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$179,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$179,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$441
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-82,057,356
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$3,152,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$7,054,670
Assets. Invements in employer securities at beginning of year2022-12-31$5,398,670
Contributions received in cash from employer2022-12-31$16,766,644
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,155,036
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,309,776
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,213,699
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : WEX INC. EMPLOYEE SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-2,184,904
Total unrealized appreciation/depreciation of assets2021-12-31$-2,184,904
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$92,159,319
Total loss/gain on sale of assets2021-12-31$-94,555
Total of all expenses incurred2021-12-31$25,567,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$25,236,175
Expenses. Certain deemed distributions of participant loans2021-12-31$7,727
Value of total corrective distributions2021-12-31$439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$51,201,478
Value of total assets at end of year2021-12-31$388,589,949
Value of total assets at beginning of year2021-12-31$321,998,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$323,374
Total interest from all sources2021-12-31$181,591
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,797,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$24,797,761
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$24,145,294
Participant contributions at end of year2021-12-31$3,966,087
Participant contributions at beginning of year2021-12-31$3,822,742
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,985,279
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$10,660
Administrative expenses (other) incurred2021-12-31$323,374
Total non interest bearing cash at end of year2021-12-31$180
Total non interest bearing cash at beginning of year2021-12-31$3,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$66,591,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$388,589,949
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$321,998,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$366,158,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$299,116,088
Interest on participant loans2021-12-31$181,575
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$12,886,693
Value of interest in common/collective trusts at beginning of year2021-12-31$12,010,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$179,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$23,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$23,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,090,082
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$157,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$5,398,670
Assets. Invements in employer securities at beginning of year2021-12-31$7,022,724
Contributions received in cash from employer2021-12-31$15,070,905
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$25,236,175
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,558,003
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,652,558
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : WEX INC. EMPLOYEE SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$497,894
Total unrealized appreciation/depreciation of assets2020-12-31$497,894
Total transfer of assets to this plan2020-12-31$544
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$196,050,304
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$88,355,063
Total loss/gain on sale of assets2020-12-31$-202,075
Total of all expenses incurred2020-12-31$22,614,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,354,976
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$62,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$39,489,518
Value of total assets at end of year2020-12-31$321,998,345
Value of total assets at beginning of year2020-12-31$452,307,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$197,288
Total interest from all sources2020-12-31$188,886
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,336,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,336,983
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$21,192,294
Participant contributions at end of year2020-12-31$3,822,742
Participant contributions at beginning of year2020-12-31$3,418,685
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,810,882
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$225,359,783
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$196,050,304
Other income not declared elsewhere2020-12-31$22,444
Administrative expenses (other) incurred2020-12-31$197,288
Total non interest bearing cash at end of year2020-12-31$3,247
Total non interest bearing cash at beginning of year2020-12-31$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$65,740,780
Value of net assets at end of year (total assets less liabilities)2020-12-31$321,998,345
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$256,257,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$299,116,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$205,736,965
Interest on participant loans2020-12-31$182,559
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$12,010,389
Value of interest in common/collective trusts at beginning of year2020-12-31$12,195,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$43,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$43,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,327
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$38,781,258
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$240,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$7,022,724
Assets. Invements in employer securities at beginning of year2020-12-31$5,553,395
Contributions received in cash from employer2020-12-31$13,486,342
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,354,976
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$3,048,983
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,251,058
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : WEX INC. EMPLOYEE SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,740,765
Total unrealized appreciation/depreciation of assets2019-12-31$1,740,765
Total transfer of assets to this plan2019-12-31$29,780,239
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$196,050,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$74,660,149
Total loss/gain on sale of assets2019-12-31$199,678
Total of all expenses incurred2019-12-31$15,354,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,289,347
Expenses. Certain deemed distributions of participant loans2019-12-31$12,997
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$32,962,105
Value of total assets at end of year2019-12-31$452,307,325
Value of total assets at beginning of year2019-12-31$167,170,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,696
Total interest from all sources2019-12-31$145,686
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,391,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,391,057
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$16,516,288
Participant contributions at end of year2019-12-31$3,418,685
Participant contributions at beginning of year2019-12-31$2,588,611
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,838,543
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$225,359,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$196,050,304
Other income not declared elsewhere2019-12-31$112,803
Administrative expenses (other) incurred2019-12-31$51,696
Total non interest bearing cash at end of year2019-12-31$70
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$59,306,109
Value of net assets at end of year (total assets less liabilities)2019-12-31$256,257,021
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$167,170,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$205,736,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$131,207,056
Interest on participant loans2019-12-31$145,207
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$12,195,346
Value of interest in common/collective trusts at beginning of year2019-12-31$29,278,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$43,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$103,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$103,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$479
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,695,190
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$6,412,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$5,553,395
Assets. Invements in employer securities at beginning of year2019-12-31$3,993,156
Contributions received in cash from employer2019-12-31$9,607,274
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,289,347
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,324,637
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,124,959
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE
Accountancy firm EIN2019-12-31133891517
2018 : WEX INC. EMPLOYEE SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-144,637
Total unrealized appreciation/depreciation of assets2018-12-31$-144,637
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$14,338,657
Total loss/gain on sale of assets2018-12-31$50,533
Total of all expenses incurred2018-12-31$15,642,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,364,317
Expenses. Certain deemed distributions of participant loans2018-12-31$232,054
Value of total corrective distributions2018-12-31$3,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,103,241
Value of total assets at end of year2018-12-31$167,170,673
Value of total assets at beginning of year2018-12-31$168,474,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,476
Total interest from all sources2018-12-31$111,510
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,479,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,479,720
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$14,028,144
Participant contributions at end of year2018-12-31$2,588,611
Participant contributions at beginning of year2018-12-31$2,248,856
Participant contributions at beginning of year2018-12-31$220
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,722,809
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$139,785
Administrative expenses (other) incurred2018-12-31$43,476
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,304,294
Value of net assets at end of year (total assets less liabilities)2018-12-31$167,170,673
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$168,474,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$131,207,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$135,187,228
Interest on participant loans2018-12-31$111,141
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$29,278,016
Value of interest in common/collective trusts at beginning of year2018-12-31$28,075,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$103,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$-747,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$-747,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$369
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,231,235
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-1,170,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$3,993,156
Assets. Invements in employer securities at beginning of year2018-12-31$3,711,242
Contributions received in cash from employer2018-12-31$8,352,288
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,364,317
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$641,812
Aggregate carrying amount (costs) on sale of assets2018-12-31$591,279
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE
Accountancy firm EIN2018-12-31133891517
2017 : WEX INC. EMPLOYEE SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$772,890
Total unrealized appreciation/depreciation of assets2017-12-31$772,890
Total transfer of assets to this plan2017-12-31$15,431,232
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$46,568,034
Total loss/gain on sale of assets2017-12-31$-1,701
Total of all expenses incurred2017-12-31$9,520,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,372,971
Expenses. Certain deemed distributions of participant loans2017-12-31$95,935
Value of total corrective distributions2017-12-31$6,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,288,470
Value of total assets at end of year2017-12-31$168,474,967
Value of total assets at beginning of year2017-12-31$115,996,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,376
Total interest from all sources2017-12-31$85,607
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,953,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,953,935
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,926,207
Participant contributions at end of year2017-12-31$2,248,856
Participant contributions at beginning of year2017-12-31$1,652,817
Participant contributions at end of year2017-12-31$220
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,848,249
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$61,903
Administrative expenses (other) incurred2017-12-31$45,376
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$37,047,726
Value of net assets at end of year (total assets less liabilities)2017-12-31$168,474,967
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$115,996,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$135,187,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$90,427,881
Interest on participant loans2017-12-31$85,531
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$28,075,364
Value of interest in common/collective trusts at beginning of year2017-12-31$21,088,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$-747,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$71,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$71,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$76
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,111,435
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$3,295,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$3,711,242
Assets. Invements in employer securities at beginning of year2017-12-31$2,754,786
Contributions received in cash from employer2017-12-31$6,514,014
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,372,971
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$764,028
Aggregate carrying amount (costs) on sale of assets2017-12-31$765,729
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE
Accountancy firm EIN2017-12-31133891517
2016 : WEX INC. EMPLOYEE SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$604,887
Total unrealized appreciation/depreciation of assets2016-12-31$604,887
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$22,624,609
Total loss/gain on sale of assets2016-12-31$3,192
Total of all expenses incurred2016-12-31$11,833,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,479,261
Expenses. Certain deemed distributions of participant loans2016-12-31$334,015
Value of total corrective distributions2016-12-31$6,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,619,835
Value of total assets at end of year2016-12-31$115,996,009
Value of total assets at beginning of year2016-12-31$105,205,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,185
Total interest from all sources2016-12-31$67,922
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,540,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,540,438
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,130,509
Participant contributions at end of year2016-12-31$1,652,817
Participant contributions at beginning of year2016-12-31$1,740,962
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,496,786
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$924
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$75,620
Administrative expenses (other) incurred2016-12-31$14,185
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$10,790,748
Value of net assets at end of year (total assets less liabilities)2016-12-31$115,996,009
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$105,205,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$90,427,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$83,248,863
Interest on participant loans2016-12-31$67,922
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$21,088,835
Value of interest in common/collective trusts at beginning of year2016-12-31$18,105,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$71,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$178,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$178,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,269,440
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$1,443,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$2,754,786
Assets. Invements in employer securities at beginning of year2016-12-31$1,930,320
Contributions received in cash from employer2016-12-31$4,992,540
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,479,261
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$590,425
Aggregate carrying amount (costs) on sale of assets2016-12-31$587,233
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE
Accountancy firm EIN2016-12-31133891517
2015 : WEX INC. EMPLOYEE SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-239,197
Total unrealized appreciation/depreciation of assets2015-12-31$-239,197
Total transfer of assets to this plan2015-12-31$2,538
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$13,696,070
Total loss/gain on sale of assets2015-12-31$5,800
Total of all expenses incurred2015-12-31$9,036,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,779,686
Expenses. Certain deemed distributions of participant loans2015-12-31$168,238
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,076,408
Value of total assets at end of year2015-12-31$105,205,261
Value of total assets at beginning of year2015-12-31$100,543,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,574
Total interest from all sources2015-12-31$62,241
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,196,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,196,286
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,710,240
Participant contributions at end of year2015-12-31$1,740,962
Participant contributions at beginning of year2015-12-31$1,453,905
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,685,892
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$21,739,497
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$98,691
Administrative expenses (other) incurred2015-12-31$88,574
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$4,659,572
Value of net assets at end of year (total assets less liabilities)2015-12-31$105,205,261
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$100,543,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$83,248,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$63,383,581
Interest on participant loans2015-12-31$62,241
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$18,105,811
Value of interest in common/collective trusts at beginning of year2015-12-31$12,133,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$178,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$-327,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$-327,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,594,477
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$90,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$1,930,320
Assets. Invements in employer securities at beginning of year2015-12-31$2,159,973
Contributions received in cash from employer2015-12-31$4,680,276
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,779,686
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$766,049
Aggregate carrying amount (costs) on sale of assets2015-12-31$760,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE
Accountancy firm EIN2015-12-31133891517
2014 : WEX INC. EMPLOYEE SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-4,639
Total unrealized appreciation/depreciation of assets2014-12-31$-4,639
Total transfer of assets to this plan2014-12-31$22,120,344
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,993,556
Total loss/gain on sale of assets2014-12-31$15,357
Total of all expenses incurred2014-12-31$6,522,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,288,239
Expenses. Certain deemed distributions of participant loans2014-12-31$134,911
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,581,216
Value of total assets at end of year2014-12-31$100,543,151
Value of total assets at beginning of year2014-12-31$71,951,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$99,364
Total interest from all sources2014-12-31$45,293
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,855,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,855,984
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,196,719
Participant contributions at end of year2014-12-31$1,453,905
Participant contributions at beginning of year2014-12-31$1,149,091
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$269,727
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$21,739,497
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$132,175
Administrative expenses (other) incurred2014-12-31$99,364
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$6,471,042
Value of net assets at end of year (total assets less liabilities)2014-12-31$100,543,151
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$71,951,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$63,383,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$58,882,560
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$45,293
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$12,133,989
Value of interest in common/collective trusts at beginning of year2014-12-31$9,807,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$-327,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,325,603
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$693,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$2,159,973
Assets. Invements in employer securities at beginning of year2014-12-31$2,111,505
Contributions received in cash from employer2014-12-31$3,114,770
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,288,239
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$655,317
Aggregate carrying amount (costs) on sale of assets2014-12-31$639,960
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE
Accountancy firm EIN2014-12-31133891517
2013 : WEX INC. EMPLOYEE SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$472,137
Total unrealized appreciation/depreciation of assets2013-12-31$472,137
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$20,559,167
Total loss/gain on sale of assets2013-12-31$4,641
Total of all expenses incurred2013-12-31$3,335,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,127,275
Expenses. Certain deemed distributions of participant loans2013-12-31$27,283
Value of total corrective distributions2013-12-31$42,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,857,761
Value of total assets at end of year2013-12-31$71,951,765
Value of total assets at beginning of year2013-12-31$54,727,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$137,702
Total interest from all sources2013-12-31$38,975
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,107,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,107,199
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,031,532
Participant contributions at end of year2013-12-31$1,149,091
Participant contributions at beginning of year2013-12-31$813,471
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$837,874
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,728,455
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$88,116
Administrative expenses (other) incurred2013-12-31$137,702
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$17,223,977
Value of net assets at end of year (total assets less liabilities)2013-12-31$71,951,765
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$54,727,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$58,882,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,205,476
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$38,975
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$9,807,686
Value of interest in common/collective trusts at beginning of year2013-12-31$7,480,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$21,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$21,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,944,248
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$1,046,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$2,111,505
Assets. Invements in employer securities at beginning of year2013-12-31$1,478,583
Contributions received in cash from employer2013-12-31$2,988,355
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,127,275
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$684,873
Aggregate carrying amount (costs) on sale of assets2013-12-31$680,232
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2013-12-31133891517
2012 : WEX INC. EMPLOYEE SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$371,392
Total unrealized appreciation/depreciation of assets2012-12-31$371,392
Total transfer of assets to this plan2012-12-31$2,728,455
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$12,302,862
Total loss/gain on sale of assets2012-12-31$44,178
Total of all expenses incurred2012-12-31$3,343,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,216,526
Expenses. Certain deemed distributions of participant loans2012-12-31$34,454
Value of total corrective distributions2012-12-31$329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,352,374
Value of total assets at end of year2012-12-31$54,727,788
Value of total assets at beginning of year2012-12-31$43,040,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$92,354
Total interest from all sources2012-12-31$36,191
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,460,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,460,156
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,732,492
Participant contributions at end of year2012-12-31$813,471
Participant contributions at beginning of year2012-12-31$914,253
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$389,184
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,728,455
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$69,747
Administrative expenses (other) incurred2012-12-31$92,354
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$8,959,199
Value of net assets at end of year (total assets less liabilities)2012-12-31$54,727,788
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,040,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,205,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,412,597
Interest on participant loans2012-12-31$36,190
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$7,480,265
Value of interest in common/collective trusts at beginning of year2012-12-31$6,532,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$21,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,530,679
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$438,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$1,478,583
Assets. Invements in employer securities at beginning of year2012-12-31$1,179,747
Contributions received in cash from employer2012-12-31$2,230,698
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,216,526
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$840,277
Aggregate carrying amount (costs) on sale of assets2012-12-31$796,099
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : WEX INC. EMPLOYEE SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$168,442
Total unrealized appreciation/depreciation of assets2011-12-31$168,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,768,577
Total loss/gain on sale of assets2011-12-31$6,057
Total of all expenses incurred2011-12-31$3,022,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,955,025
Expenses. Certain deemed distributions of participant loans2011-12-31$66,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,872,935
Value of total assets at end of year2011-12-31$43,040,134
Value of total assets at beginning of year2011-12-31$41,294,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,000
Total interest from all sources2011-12-31$40,978
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$925,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$925,703
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,323,221
Participant contributions at end of year2011-12-31$914,253
Participant contributions at beginning of year2011-12-31$1,049,548
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$468,436
Other income not declared elsewhere2011-12-31$101,381
Administrative expenses (other) incurred2011-12-31$1,000
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,745,792
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,040,134
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,294,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,412,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$34,139,339
Interest on participant loans2011-12-31$40,937
Value of interest in common/collective trusts at end of year2011-12-31$6,532,615
Value of interest in common/collective trusts at beginning of year2011-12-31$1,852,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,472,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,472,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,390,998
Net investment gain or loss from common/collective trusts2011-12-31$44,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$1,179,747
Assets. Invements in employer securities at beginning of year2011-12-31$780,398
Contributions received in cash from employer2011-12-31$2,081,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,955,025
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,767,701
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,761,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : WEX INC. EMPLOYEE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$234,211
Total unrealized appreciation/depreciation of assets2010-12-31$234,211
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,931,758
Total loss/gain on sale of assets2010-12-31$14,831
Total of all expenses incurred2010-12-31$2,011,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,947,838
Expenses. Certain deemed distributions of participant loans2010-12-31$61,378
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,327,597
Value of total assets at end of year2010-12-31$41,294,342
Value of total assets at beginning of year2010-12-31$33,374,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,732
Total interest from all sources2010-12-31$42,152
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$709,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$709,349
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,066,107
Participant contributions at end of year2010-12-31$1,049,548
Participant contributions at beginning of year2010-12-31$788,476
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$332,885
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$3,494
Administrative expenses (other) incurred2010-12-31$2,732
Total non interest bearing cash at end of year2010-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$7,919,810
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,294,342
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,374,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$34,139,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,325,058
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$41,522
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$1,852,756
Value of interest in common/collective trusts at beginning of year2010-12-31$1,104,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,472,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,649,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,649,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$630
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,388,856
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$211,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$780,398
Assets. Invements in employer securities at beginning of year2010-12-31$507,274
Contributions received in cash from employer2010-12-31$1,928,605
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,947,838
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,972,225
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,957,394
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : WEX INC. EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WEX INC. EMPLOYEE SAVINGS PLAN

2022: WEX INC. EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEX INC. EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEX INC. EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEX INC. EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEX INC. EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEX INC. EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEX INC. EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEX INC. EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEX INC. EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEX INC. EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEX INC. EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEX INC. EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WEX INC. EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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